Adviser Support Consultant
Skills
Analytical SkillsDatabasesMicrosoft ExcelMicrosoft OfficeMicrosoft OutlookTechnical SupportTroubleshooting
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Analytical Skills
- Databases
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Technical Support
- Troubleshooting
Nice to have
- Analytical skills
- Technical Support
- Troubleshooting
Day to day
- You will work closely with your individually named advisers to offer a personable, fully supported service. This will involve building, developing and maintaining strong relationships with the advisers to enable them to be fully entrusted in the service provided. You will need to be able to adopt a one-on-one approach with the advisers to establish their needs and identify pinch points. Your duties will include preparing client reviews, processing new business, and handling compliance and provider documentation for paraplanning. You'll also play a key role in obtaining fund values and information from providers, as well as collating and analysing client data.
- One crucial aspect of your role will be to maintain the advisers' pipeline, ensuring it's consistently up to date and sufficiently recorded. You'll provide essential email support for advisers, becoming fully established with their clients and understanding their unique circumstances. Additionally, you'll need to manage and organise your own workloads effectively while maintaining strong communication with advisers, keeping them fully informed at every stage of the process.